Description
Salesforce is highly scalable and flexible CRM structure, delivered through the cloud or Software as a Service (SaaS). Many cloud-based products like, Sales Cloud, Service Cloud, Force.com are offered by Salesforce.com. Salesforce is responsible for collaborating community, service, sales and marketing, analytics using its cloud platform. Salesforce enables sales representatives to get more leads, close more deals, expedite productivity and make insightful decisions that matter most to grow their business.
Did you know?
1. Forbes has voted and listed Salesforce as the world’s most innovative company because of the largest market share than any other CRMs
2. The Salesforce.com users are the high revenue generating companies in the world as 74 percent of the Salesforce.com implemented companies have a annual revenue between $1M and $50M
3. Salesforce Lightning, newly launched powerful multi-tenant, next-generation metadata platform provides a consistent and portable user experience across devices and helps in integrating the third-party applications
Why learn and get Certified in Salesforce?
1. As the demand for certified salesforce professionals is increasing, the average salary of the certified Salesforce professional has been increased by 30% than salesforce professionals
2. Salesforce technology is not only implemented in the software industry but also accounts its users in the other sectors such as business services, manufacturing, education and retail thus paving the way for salesforce professionals to work in diverse sectors
3. Most multinational IT companies such as Oracle, VMWare, Google, SAP, Microsoft and WebEx have implemented Salesforce tools, thus there is a huge demand for Salesforce Developers and Administrators in the job market
Course Objective
After the completion of this course, Trainee will:
1. Gain domain knowledge in Salesforce Administrator, Salesforce Development and Force.com
2. Design Data Model for cloud-based applications and architecture
3. Automate Sales and Service processes using Workflows, Approval Processes, and Formulas
4. Get hands on experience of end-to-end application designing on Force.com Platform
5. Learn the best practices of Force.com app designing, app customization, debugging, data validation and security
6. Identify the basic components of SMART administration for Salesforce.com
Pre-requisites
1. For Developers, knowledge on OOPs, cloud platforms and database management concepts is preferred
2. For Administrators, basics of computing skills and fair knowledge in current technologies would be an added advantage
Prepare for Certification
Our training and certification program gives you a solid understanding of the key topics covered on the Salesforce Developer and Administrator (Salesforce Certified Platform Developer I, Salesforce Certified Platform Developer II, Salesforce Certified Administrator and Salesforce Certified Advanced Administrator Certification). In addition to boosting your income potential, getting certified in Salesforce, demonstrates your knowledge of the skills necessary to be an effective Salesforce Developer and Administrator. The certification validates your ability to produce reliable, high-quality results with increased efficiency and consistency.
Unit 1: Introduction
- CRM Overview
- Introduction to Cloud Computing
- Salesforce Basics
- Home Page Customization
- User Management
- Creating and customizing Tabs, Apps and other elements
- Business and IT Benefits of SFDC
- Development environment & Sandboxes
- Updating the Fiscal Year
Unit 2: Organization Administration and customization of Salesforce.com
- Set your organization’s language & locale
- How to Manage organization’s currency
- How to Create custom profiles & custom fields
- How to Define dependent picklists
- How to Customize lookup fields & formula fields
- How to Customize page layouts
- Customize standard related lists
- Learn about record types & business processes
- Use field-level security
Unit 3: SFDC Security Model Org-Level General administrative features and Object Level features
- Introduction to Security – Analogy
- Introducing Org-level security settings with profiles and permission sets
- Introducing Object level security settings with profiles and permission sets
- Difference between profiles and permission sets
- Work with page layouts
- Work with record types and business processes
- Maintain data quality
Unit 4: SFDC Security Model Object, Record and Field Level features
- Introduction to OWD
- Introduction to Role and Role Hierarchy
- Introduction to record sharing - Criteria based and Manual
Unit 5: Business Logic
- Need for different business processes for different departments and leveraging record types and page layout
- Need for formula fields and different types of functions
- Different ways to enforce data quality
- Perform basic field level validations
- Automation using Formulas
- Defining Validation Rules
- Creating SFDC Flows
- Email Alerts
- Assigning Tasks
- Workflow Rules & Approval Processes
- Record Types
- Roll-Up Summary
Unit 6: Sales Cloud
- Introduction
- Capture Leads from website and Lead assignment rules
- Creating List Views
- Customize Lead
- Create queue
- Key sales objects Accounts, Contacts, Opportunity, Opportunity teams and Account teams
- Using Chatter for collaboration in the sales process across teams
- Reports -Standard and Custom reports
Unit 7: Service Cloud
- Capture cases from website and email
- Customize case process, solutions, communities and Salesforce knowledge
Unit 8: Field Types
- Introduction
- Modifying standard fields
- Creating auto number fields
- Creating formula fields, rollup summary fields, lookup and master detail fields
- Creating currency, number and percent fields
- Creating date field and date and time fields
- Creating Phone and email fields
- Creating geolocation fields
- Creating picklist and multi-select picklist
- Creating text and text area fields
- Creating text area long and text area rich fields
- Creating encrypted fields and URL fields
Unit 9: Data handling and processing
- Data Handling and Processing Overview
- Exporting data and Regular Backup
- Importance of record IDs
- Install Apex Data loader
- Use the Import Wizard and Data Loader and compare the features
- Upsert operations
- Delete and Hard Delete records
- Transfer record ownership
Unit 10: Reports and Dashboards
- Execute a report with and without modifications
- Create a simple tabular report
- Summary and matrix report
- Working with Standard Reports
- Report Formats
- Controlling Report Accessibility
- Scheduling Reports
- Defining Report Types
- Add a chart and few other features like highlighting
- Create a custom report type and store in a folder
- User filters in reports
- To create a simple dashboard
Unit 11: Visual force
- Custom Controllers
- Custom List Controllers
- Controller Extensions
- Overriding Standard Pages
- Using Input Components
- Visualforce Page Blocks
- Creating Email Templates with Visualforce
- Creating VF Pages in IDE
- Configuring Development Mode
- Creating VF Pages in UI
- Standard Controllers
- Standard List Controllers
- Visualforce Forms
- Custom List Controllers
- Adding Interactivity to Pages
- HTML in Visualforce
- CSS in Visualforce
Unit 12: APEX
- Basics – OOPS Concept
- Understanding Classes
- Introduction to APEX
- Data Types
- Variables
- Expressions
- Assignment Statements
- Conditional (If-Else) Statements
- Creating APEX Classes in IDE
- SOSL-Salesforce Object Search Language
- SOQL-Salesforce Object Query Language
- Creating APEX Classes in UI
- Creating APEX Triggers in IDE
- Creating APEX Triggers in UI
- Understanding APEX Methods
- Creating Search Layouts
- Creating Test Classes
Unit 13: AppExchange
- Creating Packages
- Deploying Apps to AppExchange
- Introduction to AppExchange
- Installing Apps from AppExchange
Unit 14: Integration
- Creating Force.com Sites
- Creating Customer & Partner Portals
- Distributing Packages
- Deploying Apps to other Org
- Web to Lead
- Uploading Apps
Unit 15: Development on IDE
- Working on Eclipse
- Configuring Force.com IDE
- Creating Force.com Projects
- Working with Metadata Components